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Financial Advice

to Suit Your Busy Lifestyle

We know firsthand the challenges entrepreneurs and professionals face. At WealthWorth, we offer financial advice informed by years of experience not only working with these types of clients but also as business owners. We use our insights and resources to help clients proactively plan and think strategically about their financial future. We bring efficiency, trust, and authenticity to each client relationship and pride ourselves on working hard for our clients so they can enjoy their wealth garden.

The WealthWorth Team

CEO, Founder, Wealth Advisor

Chitra Patel, CFP®, CPWA®

Chitra is the Founder and CEO of WealthWorth. She focuses on empowering clients to achieve their desired WealthWorth. In addition to having 18 years of experience in the financial services industry, Chitra is also a CERTIFIED FINANCIAL PLANNER™ and a Certified Private Wealth Advisor®.

Prior to founding WealthWorth, Chitra had a successful career in private banking and wealth management at one of the largest financial institutions in the United States. She specialized in helping high-net-worth clients’ by deeply listening and having thoughtful conversations to clarify their life and financial goals and developing a plan to help achieve them.  Chitra decided to launch her own firm to be able to provide clients more focus on advice and service over the typical sales culture of larger institutions.

Chitra earned her bachelor’s degree in Management from the Georgia Institute of Technology, MBA from Mercer University, and has completed advanced wealth management certifications from the University of Georgia and Yale University.

In addition to her client involvement, Chitra is married and the mother of two kids.  She is also passionate about serving the community. Chitra serves on the board of TiE Atlanta, is heavily involved in Tech Alpharetta, and is a founding member of Metro Atlanta Women in Business for Good. She loves spending time with friends and family, traveling, trying new restaurants, playing tennis, and cheering for all of her Atlanta sports teams.

Principal

Jay Patel

Jay is a principal at WealthWorth. He has 17 years of experience in business and financial analytics, corporate budgeting, business planning, and forecasting. Jay also has significant experience as an entrepreneur, starting, owning, and operating several franchises.

Jay has been a franchisee at Supercuts, a national chain of over 2,600 salons, for the past 15 years. He currently owns 13 locations in the Metro Atlanta area. Before becoming a Franchisee, Jay served as a Finance Business Partner to several companies, including Verint Systems and JDA Software (formerly RedPrairie). He was responsible for full P&L in these roles, including budgeting, forecasting, planning, and reporting for several global business units.

Jay earned his bachelor’s degree in Economics and Management from the Georgia Institute of Technology and his master’s degree in Business Administration, Finance and Risk Management from Georgia State University.

Jay is actively involved in the community, serving several organizations, including First Tee and Angels in Disguise. He loves spending time with friends and family, traveling, trying new restaurants, and playing golf. Jay also enjoys cheering for Atlanta-based teams and is a huge Alabama Crimson Tide fan.

Financial Advice

to Suit Your Busy Lifestyle

We know firsthand the challenges entrepreneurs and professionals face. At WealthWorth, we offer financial advice informed by years of experience not only working with these types of clients but also as business owners. We use our insights and resources to help clients proactively plan and think strategically about their financial future. We bring efficiency, trust, and authenticity to each client relationship and pride ourselves on working hard for our clients so they can enjoy their wealth garden.

The WealthWorth Team

CEO, Founder, Wealth Advisor

Chitra Patel, CFP®, CPWA®

Chitra is the Founder and CEO of WealthWorth. She focuses on empowering clients to achieve their desired WealthWorth. In addition to having 18 years of experience in the financial services industry, Chitra is also a CERTIFIED FINANCIAL PLANNER™ and a Certified Private Wealth Advisor®.

Prior to founding WealthWorth, Chitra had a successful career in private banking and wealth management at one of the largest financial institutions in the United States. She specialized in helping high-net-worth clients’ by deeply listening and having thoughtful conversations to clarify their life and financial goals and developing a plan to help achieve them.  Chitra decided to launch her own firm to be able to provide clients more focus on advice and service over the typical sales culture of larger institutions.

Chitra earned her bachelor’s degree in Management from the Georgia Institute of Technology, MBA from Mercer University, and has completed advanced wealth management certifications from the University of Georgia and Yale University.

In addition to her client involvement, Chitra is married and the mother of two kids.  She is also passionate about serving the community. Chitra serves on the board of TiE Atlanta, is heavily involved in Tech Alpharetta, and is a founding member of Metro Atlanta Women in Business for Good. She loves spending time with friends and family, traveling, trying new restaurants, playing tennis, and cheering for all of her Atlanta sports teams.

Principal

Jay Patel

Jay is a principal at WealthWorth. He has 17 years of experience in business and financial analytics, corporate budgeting, business planning, and forecasting. Jay also has significant experience as an entrepreneur, starting, owning, and operating several franchises.

Jay has been a franchisee at Supercuts, a national chain of over 2,600 salons, for the past 15 years. He currently owns 13 locations in the Metro Atlanta area. Before becoming a Franchisee, Jay served as a Finance Business Partner to several companies, including Verint Systems and JDA Software (formerly RedPrairie). He was responsible for full P&L in these roles, including budgeting, forecasting, planning, and reporting for several global business units.

Jay earned his bachelor’s degree in Economics and Management from the Georgia Institute of Technology and his master’s degree in Business Administration, Finance and Risk Management from Georgia State University.

Jay is actively involved in the community, serving several organizations, including First Tee and Angels in Disguise. He loves spending time with friends and family, traveling, trying new restaurants, and playing golf. Jay also enjoys cheering for Atlanta-based teams and is a huge Alabama Crimson Tide fan.

Will Brand, CRCP®

Chief Compliance Officer

Ryan Geschke

Director of Investments

Erin Corbett

Director of Finance & Human Capital

Jenny Kurz

Marketing Coordinator

Lauren Lehman, CFA®, CFP®

Head of Portfolio Management

Arianna Rodriguez, CIMA®

Senior Portfolio Manager

Justin Schoepf

Manager of Advisor Technology Solutions

Business Support

As investment professionals, WealthWorth receives business support, including investment management, compliance, human resources, and more, through our Registered Investment Advisor (RIA), NewEdge Advisors. Learn more about NewEdge Advisors, our RIA Support Team.

Will Brand, CRCP®

Chief Compliance Officer

Ryan Geschke

Director of Investments

Erin Corbett

Director of Finance & Human Capital

Jenny Kurz

Marketing Coordinator

Lauren Lehman, CFA®, CFP®

Head of Portfolio Management

Arianna Rodriguez, CIMA®

Senior Portfolio Manager

Justin Schoepf

Manager of Advisor Technology Solutions

Resource Partners

Resource Partners